See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,870 | $47,448+59.9% | $94,993-20.1% | $62,292+21.8% |
| Participation rate | 18.1% | 66.5%-48.4pp | 73.9%-55.8pp | 69.5%-51.4pp |
| Annual return | 67.75% | 22.64%+45.1pp | 27.12%+40.6pp | 28.90%+38.9pp |
| Employer contribution / active EE | $290 | $1,300-77.7% | $2,603-88.8% | $2,042-85.8% |
| Participant deferral / active EE | $767 | $2,375-67.7% | $3,317-76.9% | $3,169-75.8% |
| Admin fee / account holder | $21,970 | $434+4958.4% | $4,960+342.9% | $479+4483.3% |